Heritage Wealth Partners’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$216K	Sell	7,245 -90	-1%	-$2.69K	0.33%	60
2024 Q4	$231K	Sell	7,335 -370	-5%	-$11.6K	0.29%	62
2024 Q3	$234K	Buy	7,705 +480	+7%	+$14.6K	0.28%	60
2024 Q2	$214K	Buy	+7,225	New	+$214K	0.31%	56